Expenseflow
Processes invoices by extracting data, categorizing expenses according to IRS tax codes, validating arithmetic calculations, and generating exports in QuickBooks-compatible IIF or CSV formats. Small business owners and bookkeepers use it to handle receipt and invoice processing without manual entry. Enables direct integration into accounting workflows via MCP server calls.
Overview
Expenseflow is an MCP server for automating expense workflows in small businesses. It ingests invoice documents, parses key details like amounts and vendors, applies IRS tax code classifications, checks mathematical accuracy, and outputs formatted files for QuickBooks import.
Key Capabilities
- parse_invoices: Extracts line items, totals, dates, and vendor info from PDF or image invoices using OCR and layout analysis.
- categorize_expenses: Maps extracted expenses to IRS tax codes (e.g., Schedule C categories) based on merchant, description, and amount.
- validate_math: Computes subtotals, taxes, and grand totals to verify invoice accuracy against parsed data.
- export_quickbooks: Converts processed data into IIF or CSV files ready for QuickBooks Desktop or Online import.
Use Cases
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A freelancer scans a vendor receipt; parse_invoices extracts details, categorize_expenses tags it as 'office supplies' (IRS code 18), validate_math confirms totals, and export_quickbooks creates a CSV for QuickBooks upload.
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Small retailer processes monthly supplier invoices: Server batches parses 50 PDFs, categorizes by tax code, validates sums, and exports IIF for bulk QuickBooks entry.
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Bookkeeper reviews travel expenses: Uses categorize_expenses for IRS-compliant meals (50% deductible) and lodging, then exports validated data.
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During tax season, import client receipts via API, auto-categorize, and generate reports for QuickBooks reconciliation.
Who This Is For
Small business owners tracking expenses manually, freelance accountants preparing tax filings, and bookkeepers integrating invoice data into QuickBooks without spreadsheet intermediaries.